Wellbeing
Financial Wellbeing
From building emergency savings, to feeling confident in your financial decisions, Eaton wants to help you feel more in control of your finances today and in the future.
Get support with your financial wellness from Fidelity Investments
Schedule time with a Fidelity Workplace Financial Consultant for a complimentary one-on-one session to help you answer questions like:
- How do I create a plan to prepare for retirement?
- How can I feel more confident about my investment choices?
- Are all my savings goals on track?
- What if I change jobs or have changes with my family?
You can schedule a virtual appointment or call the Eaton Service Center at Fidelity at 1-866-EATON01 to speak to a licensed professional who can help with your planning needs. Watch the short video above to learn more about meeting one-on-one with Eaton’s Workplace Financial Consultant.
Planning Summary on NetBenefits
Manage your plan in your one-stop destination on NetBenefits to help you stay on top of your financial wellness needs. You can view your financial picture in one place, manage your finances by tracking your spending and debt, create savings goals that matter the most to you—like retirement, education, and emergency savings—and build a plan to help reach them.
Get help with your money goals: Take the Financial Wellness Checkup
Your financial wellness is an important part of your overall well-being. It can help you navigate through all of life’s moments with more confidence—tackling your short-term financial goals (like building emergency savings), while showing some love to long-term ones, too (like tackling debt). Take a few minutes to answer some questions in the Financial Wellness Checkup and from there, you’ll get a look into how you’re doing and find tips that can help you take your next steps.